Settings and activity

12 results found

1. Ability to edit Profile Fund Link categories versus deleting and relinking

   59 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Nov 26, 2024

2. Add Profile Fund Category to Fund Advisor Fund Custom Report

   33 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Nov 26, 2024

3. Export Date / Run Date

   22 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Nov 26, 2024

4. Reporting for multiple objects at once

   15 votes

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   Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Nov 26, 2024

5. All in One Master Report

   21 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Nov 26, 2024

6. Reports: Add ability to filter on multiple primary cities

   14 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Nov 26, 2024

7. Reports: Freeze the column headers

   55 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Nov 26, 2024

8. profiles: display relationship and engagement tab numbers

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   69 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Nov 26, 2024

9. Login As --Removes user's existing login

   234 votes

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   Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Nov 26, 2024

10. fund advisor portal grant notification-advisor specific

    42 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Anonymous commented  ·  Mar 7, 2024  ·  Edit…  ·  Delete…

    I agree with the optional setting. Ex. A professional advisor with online access and has their own account does not need grant notification for client accounts but needs it for their own account.

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    Anonymous supported this idea  ·  Mar 6, 2024

11. Admin Fee Report/Audit Support

    33 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Nov 15, 2023

12. Option for household changes to populate individual profiles linked to household

    30 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Sep 29, 2023